Senior Analyst, Affordable Housing

Jobtailor; Kansas; On-site; USD 90,000 - 130,000; Full time

Job summary

KeyBank is seeking a finance professional to support affordable housing loan origination and underwriting, focusing on agency, FHA, and private placement transactions. You will provide high-quality financial modeling and market analysis to debt investors and collaborate with mortgage bankers, underwriters, and credit teams to move deals forward.

The role requires strong Excel/PowerPoint skills, 3+ years in related fields, and a deep understanding of the affordable housing sector.

Qualifications

• Bachelor’s degree in finance, accounting, business administration, economics, or Real Estate.
• 3+ years in finance, accounting, real estate, investment banking, or consulting including Real Estate Finance.
• Proficient in Excel, Word, and PowerPoint; ability to use complex spreadsheets.
• Strong quantitative and analytical skills with the ability to interpret data from multiple systems.
• Experience in affordable housing industry.
• Ability to synthesize large data sets and communicate findings.
• Attention to detail in a fast-paced environment.

Responsibilities

• Support mortgage bankers in securing and processing agency and non-agency loans.
• Collaborate to deepen client relationships and coordinate with principals staff.
• Coordinate with underwriters and closers to resolve issues during due diligence, underwriting, and closing.
• Assist origination for agency, FHA, and private placement executions.
• Provide financial modeling and market analysis to debt investors.
• Order third-party reports and ensure compliance requirements.
• Site inspections when necessary.
• Contribute to special projects and process improvements.

Skills

Analytical skills

Quantitative analysis

Strong communication

Organizational skills

Proactive mindset

Service-oriented

Education

Bachelor’s degree in Finance/Accounting/Real Estate

MBA preferred

Tools

Excel

PowerPoint

Business Intelligence Tools

Job description

• Support Affordable Housing Mortgage Bankers in securing and processing potential agency and non-agency loans
• Collaborate with Mortgage Bankers to deepen relationships with current and prospective clients and establish rapport with Principals and their staff
• Coordinate with internal Underwriters and Closers to identify and resolve issues during due diligence, underwriting, and closing
• Support all aspects of loan origination, including agency, FHA, and private placement executions
• Model, evaluate, and underwrite new financing opportunities
• Provide financial modeling and high-quality property and market analysis to debt investors
• Partner with Mortgage Bankers to pitch execution options
• Act as a product specialist for affordable housing products including Fannie Mae, Freddie Mac, and Private Placement investors
• Work with support staff, transaction managers, underwriting, and credit teams on preliminary and final loan submissions
• Order third-party reports and complete compliance requirements
• Assist Mortgage Bankers in securing debt financing for multifamily affordable housing projects under the oversight of the Transaction Manager
• Provide industry, market, business, quantitative analysis, and ad-hoc strategic and financial reporting support
• Recommend process efficiencies and work on assigned special projects
• Conduct site inspections when necessary

Requirements

• Bachelor’s degree required in finance, accounting, business administration, economics, or Real Estate
• 3+ years of experience in finance, accounting, real estate, investment banking or consulting, including Real Estate Finance
• High proficiency in Excel, Word and PowerPoint, with experience using complex spreadsheets
• Strong quantitative and analytical skills and ability to interpret financial data from multiple computer systems
• Solid understanding and experience in the affordable housing industry
• Ability to synthesize and analyze large amounts of data and communicate relevant findings
• Analytical approach to problem solving with high attention to detail
• Ability to work in a fast-paced environment with a sense of urgency to meet deadlines
• Proactive and goal-oriented, with ability to work independently
• Strong organizational skills and ability to manage multiple tasks simultaneously
• Consultative, service-oriented mindset
• Outstanding oral communication, written, and presentation skills
• Substantial organizational skills to recall transactions and their particular nuances quickly and efficiently
• Assigned to work at a KeyBank location 4+ days per week
• MBA preferred
• Proficiency in business intelligence tools a plus
• Previous experience in commercial real estate permanent lending, including CMBS, Life Insurance lending programs, Fannie Mae DUS, Freddie Mac Program, or FHA a plus
• Experience in affordable housing and LIHTC industry a plus

Core Competencies

Demonstrates expertise in affordable housing finance, including loan origination and underwriting, while providing high-quality financial modeling and market analysis. Strong analytical and communication skills are essential for collaborating with stakeholders and managing multiple tasks in a fast-paced environment.

Highest-signal resume keywords

• Affordable Housing Finance
• Loan Origination
• Financial Modeling
• Quantitative Analysis
• Excel Proficiency

Hard Skills

• Financial Modeling
• Loan Underwriting
• Data Analysis
• Market Analysis
• Excel Proficiency
• PowerPoint Proficiency
• Word Proficiency
• Compliance Requirements
• Site Inspections
• Process Efficiencies

Soft Skills

• Strong Communication Skills
• Organizational Skills
• Analytical Problem Solving
• Proactive Mindset
• Service-Oriented Mindset

Certifications & Qualifications

• Bachelor’s Degree
• MBA Preferred

Industry Keywords

• Affordable Housing
• Real Estate Finance
• Fannie Mae
• Freddie Mac
• FHA
• CMBS
• Life Insurance Lending
• LIHTC
• Investment Banking
• Consulting

Tools & Technologies

• Business Intelligence Tools